VAG
UJAN icon

VisionPoint Advisory Group’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

VisionPoint Advisory Group’s Portfolio UJAN Stock Details UJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-411
Closed -$13.4K – 885
2023
Q3 		$13.4K Buy
+411
New +$13.5K 0.01% 424

Other funds holding UJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AFP
Advus Financial Partners Winter Park, Florida $441M AUM 26.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return

VisionPoint Advisory Group's UJAN Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Innovator US Equity Ultra Buffer ETF January (UJAN) in Q4 2023, closing a stake of 411 shares — an estimated $13.4K sold.

VisionPoint Advisory Group first reported a position in UJAN in Q3 2023 and held it in 1 quarter. The position peaked at $13.4K in Q3 2023. 70 funds tracked by Wall St. Rank hold UJAN as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining Innovator US Equity Ultra Buffer ETF January position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 411 Innovator US Equity Ultra Buffer ETF January shares in Q4 2023, an estimated $13.4K.
  • VisionPoint Advisory Group first reported a position in Innovator US Equity Ultra Buffer ETF January in Q3 2023 and held it in 1 quarter.
  • VisionPoint Advisory Group's Innovator US Equity Ultra Buffer ETF January position peaked at $13.4K in Q3 2023.
  • 70 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.